Help / Getting started

Work through your tasks and your day

Find your open tasks, tick them off on the trip, and use Agenda to see what is happening on a given day.

Steps

Open Tasks from Home (the Tasks tab, then "Filter by status or see all") or from "All my tasks" on a trip.
Pick a scope: "My tasks", "Waiting on client" or "All". Narrow it with a status chip such as Proposal or Closed Won.
Click a task's trip (or lead) name to open it. Tasks are ticked off there, not on the Tasks page.
On the trip, find the panel named "Tasks:" followed by the trip's status. Tick the box next to a task to mark it done.
When all required tasks are done the panel offers "Move to" the next status. Until then it says how many required tasks are left.
Choose Agenda in the left menu for one day at a time: Departures, Returns, Consultations, Tasks due, Payments due and Open client requests. Use Previous day, Today and Next day to move around.

Tasks are sorted with overdue first, then upcoming, then undated. Each row shows the trip or lead, its status and "Due" or "Overdue, was due" text.
Tasks appear by themselves when a trip enters a status, and a new website enquiry creates a "Reply to" task due in 24 hours.
On today's date Agenda also lists anything overdue, in red. On other dates it shows only that day.

The app does not have a free-form to-do list. The Tasks page lists tasks that come from trip statuses, recipes and new enquiries.

Task check-off is built into the trip's Tasks panel. A task that sits on a lead shows on the Tasks page but there is no control to complete it.

It is hidden for roles that cannot see money.

Agenda uses the time zone in Settings > Your profile. Set it there.

This article describes CloudCape as it works today. If your screen differs, get in touch.

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